Berger Financial Group, Inc

Position in BX — Blackstone Inc.

CIK 1826136 Plymouth, MN

Position in BX

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$245,459

+$1,221 QoQ

Shares Held

2,086

-1.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Berger Financial Group, Inc holds $7,437,809 across 10 Asset Management names. BX ranks #6 (3.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CION	CION Investment Corp	404,493	$2,519,991
2	IVZ	Invesco Ltd.	17,894	$1,636,614
3	DBL	DoubleLine Opportunistic Credit Fund	103,409	$1,487,021
4	BPRE	Bluerock Private Real Estate Fund	51,683	$672,395
5	BLK	BlackRock, Inc.	418	$401,932
6	BX	Blackstone Inc. This page	2,086	$245,459
7	JPC	Nuveen Preferred & Income Opportunities Fund	24,565	$193,572
8	NFJ	Virtus Dividend, Interest & Premium Strategy Fund	10,099	$153,403

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$245,459	2,086	-1.8%	Shares	Sole	2026-08-04
2026-03-31	$244,238	2,124	+0.9%	Shares	Sole	2026-04-28
2025-12-31	$324,618	2,106	+8.5%	Shares	Sole	2026-01-27
2025-09-30	$331,619	1,941	+0.5%	Shares	Sole	2025-10-14
2025-06-30	$288,838	1,931	-6.1%	Shares	Sole	2025-07-22
2025-03-31	$287,387	2,056	+0.9%	Shares	Sole	2025-05-12
2024-12-31	$351,219	2,037	-5.8%	Shares	Sole	2025-02-14
2024-09-30	$331,220	2,163	+5.8%	Shares	Sole	2024-11-12
2024-06-30	$253,047	2,044	+4.1%	Shares	Sole	2024-08-14
2024-03-31	$257,879	1,963	-0.5%	Shares	Sole	2024-04-16
2023-12-31	$258,305	1,973	+2.8%	Shares	Sole	2024-02-07
2023-09-30	$205,708	1,920	-15.5%	Shares	Sole	2023-11-03
2023-06-30	$211,134	2,271	+26.3%	Shares	Sole	2023-08-10
2022-03-31	$228,238	1,798	—	Shares	Sole	2022-05-10
No filing history on record for this holder in this stock.